See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,547 | $138,065-69.2% | $123,544-65.6% | $135,375-68.6% |
| Participation rate | 63.2% | 84.7%-21.6pp | 82.3%-19.1pp | 82.6%-19.5pp |
| Annual return | -8.04% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,822 | $5,151-64.6% | $4,628-60.6% | $4,779-61.9% |
| Participant deferral / active EE | $6,221 | $6,799-8.5% | $6,426-3.2% | $5,609+10.9% |
| Admin fee / account holder | $12 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |